Genmab — August 2020

[Mogan]

God morgen Ja, en god aften i går.

[JørgenVarnæs]

Jan og Judith fortæller lidt om Epco i dagens version af Børsen

[Stroka]

Medwatch: https://medwatch.dk/Medicinal___Biotek/article12337565.ece

[Goose3]

Jyske Bank hæver kursmål til 2425. Fastholder hold.

[Stroka]

"Sydbanks analytiker fastholder sin positive anbefaling, "køb", af Genmabs aktie efter kvartalstallene.

• Den nuværende aktiekurs afspejler fortsat ikke værdierne af Genmabs pipeline. Vi forventer, at værdierne i stigende grad vil blive synliggjort i takt med offentliggørelsen af nye studie-resultater for midlerne i pipelinen.
  /ritzau/FINANS

[E_L]

Genmab A/S (GMAB) CEO Jan van de Winkel on Q2 2020 Results - Earnings Call Transcript - https://seekingalpha.com/article/4368219-genmab-s-gmab-ceo-jan-van-de-winkel-on-q2-2020-results-earnings-call-transcript?part=single

[Bulder]

Thx E L

[E_L]

a bit surprised none of the analysts asked about any of the JNJ duobodies. or on a decision on Camidanlumab for that matter.

[Solsen]

Camidanlumab is realy a dark horse. Must be difficult for Genmab to choose. I will not be surprices if they step in on the option.

[E_L]

i actually thought they had until about mid august to decide, but maybe due to Covid or the trial hold they have more time to decide

[E_L]

i think ADCT has results next week, maybe we hear something about it

[Solsen]

FDA has lifted the hold on the pivotal study with ADCT-301. And ADCT-301 are also evaluated in solid cancers. Surely there is a good effect in blod cancers !

[Bulder]

Good thing that we have the Q&A just to fill out the holes after the analysts.

[E_L]

yes, i know they lifted the hold, but as the decisioin will be data dependent , due may have been given more time to decide due to that hold?

[E_L]

anyway, give the huge pipeline they now have, they have the privilige to be picky; which imo means that IF they choose to increase %, it also means there is serious potential ?

[Solsen]

JW told us at the latest PI Q&A that they havent seen data yet. More questions.

[Solsen]

Omsat under 100.000 aktier og Genmab er steget 66 kr

[E_L]

we should ask for Judith to do all future calls

[Sukkeralf]

Judith mentioned that they had seen efficacy in ovarian cancer (phase I) - was that new ?

[E_L]

yea, maybe we should read something into that comment, i mean , we know they started it in ovarian, but i can not remember them giving us any colour on it like she just did